Atria Investments’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History

Atria Investments’s Portfolio USTB Stock Details USTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Sell	26,943 -4,554	-14%	-$232K	0.02%	893
2025 Q4	$1.6M	Sell	31,497 -6,075	-16%	-$309K	0.02%	831
2025 Q3	$1.92M	Buy	37,572 +1,088	+3%	+$55.3K	0.02%	737
2025 Q2	$1.85M	Sell	36,484 -5,297	-13%	-$268K	0.02%	756
2025 Q1	$2.12M	Sell	41,781 -7,791	-16%	-$393K	0.03%	678
2024 Q4	$2.49M	Sell	49,572 -193,843	-80%	-$9.77M	0.03%	592
2024 Q3	$12.4M	Buy	243,415 +4,682	+2%	+$236K	0.15%	145
2024 Q2	$11.9M	Sell	238,733 -12,846	-5%	-$638K	0.15%	145
2024 Q1	$12.5M	Buy	251,579 +11,972	+5%	+$594K	0.17%	134
2023 Q4	$11.9M	Sell	239,607 -52,828	-18%	-$2.59M	0.18%	127
2023 Q3	$14.3M	Buy	292,435 +19,098	+7%	+$935K	0.25%	79
2023 Q2	$13.4M	Buy	273,337 +25,906	+10%	+$1.27M	0.24%	86
2023 Q1	$12.1M	Buy	247,431 +197,985	+400%	+$9.7M	0.23%	97
2022 Q4	$2.41M	Buy	49,446 +1,501	+3%	+$72.8K	0.05%	447
2022 Q3	$2.32M	Buy	47,945 +8,743	+22%	+$428K	0.05%	433
2022 Q2	$1.92M	Buy	39,202 +1,194	+3%	+$58.9K	0.04%	519
2022 Q1	$1.9M	Buy	38,008 +2,107	+6%	+$107K	0.03%	592
2021 Q4	$1.84M	Buy	+35,901	New	+$1.85M	0.03%	597

Other funds holding USTB

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Atria Investments's USTB Position: Q1 2026 in Review

Atria Investments reduced its Victory Portfolios II VictoryShares Short-Term Bond ETF (USTB) stake by 14% in Q1 2026, selling an estimated $232K and leaving 26,943 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #893.

Atria Investments first reported a position in USTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.3M in Q3 2023. 141 funds tracked by Wall St. Rank hold USTB as of Q1 2026.

Atria Investments held 26,943 shares of Victory Portfolios II VictoryShares Short-Term Bond ETF worth $1.36M as of Q1 2026.
Atria Investments sold 4,554 Victory Portfolios II VictoryShares Short-Term Bond ETF shares in Q1 2026, an estimated $232K.
Victory Portfolios II VictoryShares Short-Term Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #893 holding.
Atria Investments first reported a position in Victory Portfolios II VictoryShares Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
Atria Investments's Victory Portfolios II VictoryShares Short-Term Bond ETF position peaked at $14.3M in Q3 2023.
141 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Short-Term Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.